HA
GSUS icon

Herold Advisors’s Goldman Sachs MarketBeta US Equity ETF GSUS Stock Holding History

Herold Advisors’s Portfolio GSUS Stock Details GSUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,368
Closed -$288K – 278
2025
Q2 		$288K Hold
3,368
– – 0.06% 244
2025
Q1 		$259K Sell
3,368
-1,900
-36% -$154K 0.06% 242
2024
Q4 		$426K Hold
5,268
– – 0.09% 195
2024
Q3 		$415K Hold
5,268
– – 0.09% 201
2024
Q2 		$394K Hold
5,268
– – 0.09% 201
2024
Q1 		$378K Sell
5,268
-529
-9% -$36.2K 0.09% 200
2023
Q4 		$379K Sell
5,797
-184,441
-97% -$11.3M 0.1% 186
2023
Q3 		$11.1M Buy
190,238
+26,332
+16% +$1.6M 3.39% 3
2023
Q2 		$9.95M Buy
163,906
+926
+0.6% +$53K 3.04% 3
2023
Q1 		$9.1M Buy
+162,980
New +$8.85M 3.15% 3

Other funds holding GSUS

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return